Jonah Reece Gelhaus

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → 04/2023
  Argi Investment Services, Llc
  Louisville, KY
• 01/2021 → 01/2022
  Center For Financial Success - Western Kentucky University
  Bowling Green, KY
• 05/2021 → 07/2021
  Argi
  Louisville, KY
• 04/2020 → 01/2021
  Charlie Vetner Golf Course
  Jeffersontown, KY
• 04/2019 → 01/2022
  Ready Valet Company
  Louisville, KY
• 08/2018 → 06/2022
  Western Kentucky University
  Bowling Green, KY
• 08/2014 → 08/2018
  Manual High School
  Louisville, KY
• 04/2023 → Present
  Cerity Partners
  Louisville, KY

Previous Registrations

• 2022-01-21 → 2023-04-24
  Cerity Partners Ocio Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-21

Designations

• Certified Financial Planner